Investment strategy

11
February
Fund flow: Capital outflow in Vietnam
Vietnam saw negative capital flows last week, particularly in active funds and ETFs. However, we maintain that fund flows could turn positive in the 1H25. The anticipated market recovery is...

11
February
Market commentary: Dominant selling pressure
Amid unfavorable macroeconomic developments, the market reacted strongly, leading to a sharp correction accompanied by rising liquidity. This suggests that negative signals have emerged. Hence, investors may consider gradually reducing...

10
February
Market Trader: Strong liquidity growth
Foreign investors resumed their net selling trend with a significant increase, reaching VND4.2tn. As a result, foreign investors have been net sellers in 4 out of 6 weeks since the...

10
February
Chart of the day: Testing the November peak
The 1,300-point level will serve as strong resistance for the index’s recovery in the medium and long term. Therefore, investors should wait for a breakout signal before initiating new positions,...

10
February
Market commentary: Fourth consecutive gain
Investor sentiment improved during the first trading week after Tet as the market experienced a continuous uptrend. Increasing volume indicated strong liquidity support, suggesting a short-term uptrend. Therefore, investors may...

07
February
Market commentary: Approaching the November peak
The market continued to record a growth session, with liquidity showing some improvement. Approaching the November 2024 peak may cause some volatility in the upcoming sessions but is unlikely to...

06
February
Market commentary: Positive signals
The market has experienced two consecutive gaining sessions; although liquidity showed some signs of softening compared to the previous session, it still surpassed the five-session average. Moreover, the positive signal...

05
February
Fund flow: Positive developments in Vietnam
The capital flow activities into investment funds in Vietnam have shown optimistic trends, reflecting the market's vibrancy and positive outlook. Therefore, we believe that fund flows could turn positive into...

05
February
Market commentary: Market recovery
The market experienced positive gains and increased liquidity, with the index remaining above most major moving averages. However, this session marked only the first recovery following a previous decline, suggesting...